How to Boost Productivity Using SharePoint Forms & Power BI Integration.

Tips & Tricks

Tip 1 : Using Forms in SharePoint Lists

What it is

The Forms feature in SharePoint allows users to enter data directly into a SharePoint list without the need for separate Microsoft Forms.

What it will do

By clicking the Forms option in the top navigation bar, users can input values based on the predefined columns of the SharePoint list. This eliminates the need to create separate forms, making data entry seamless and efficient.

Benefits for your daily work

Scalable Solutions

Streamlined Data Entry

Quickly enter and update data within SharePoint without switching to other applications.

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No Additional Tools Needed

Avoid the hassle of setting up and managing separate Microsoft Forms.

Agile Solutions

Improved User Experience

A direct and integrated way to manage list items efficiently.

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Tip 2 : Exporting SharePoint Data to Power BI

What it is

SharePoint offers a built-in Export to Power BI feature that allows users to analyze their list data in Power BI for advanced reporting and visualization.

What it will do

By selecting Export from the top navigation bar and choosing Export to Power BI, users can seamlessly transfer their SharePoint list data to Power BI. This enables deeper insights and better decision-making through data visualization.

Benefits for your daily work

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Advanced Data Analysis

Utilize Power BI’s powerful analytics and visualization tools on SharePoint data.

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Seamless Integration

Easily transfer data from SharePoint without manual exports or complex configurations.

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Better Decision-Making

Gain valuable insights from your SharePoint data with interactive reports and dashboards.

Conclusion

Watch out for our next edition, wherein we will be sharing details on some of the specific strategies on leveraging Microsoft tools to
transform your businesses. Reach out for personalized assistance or to find out more about how TechnoRUCS can support your
business.

Ready to get started on your business transformation with Microsoft solutions? Contact TechnoRUCS to begin.